What is a Reasonable Price to Pay for an Investment Property?
Financial Autonomy is a framework that identifies three paths to gain choice. I have identified these pathways through working with clients for many years and…
5 Tips to Set Yourself Up For A Fantastic 2023
It’s the new year, you are re-charged, and it’s now time to let go of the handbrake and get going! We are back with another…
Finding the Balance between Lifestyle and Long-Term Goals
This podcast and the financial planning work we do for many of you on a one-on-one basis are all designed to give you more choices…
Solving the Asset Rich, Cash Poor Problem at Retirement
The problem of asset wealth and cash poverty is increasing in frequency due to the increase in property values over the past decade, as well…
Stock Market Smackdown: ASX200 vs S&P500
Many of our clients want to assist their children in entering the real estate market. In major cities, it can be difficult to save for a…
Stepping Stone: Navigating the Property Market as a Parent-Child Team
Our clients often want to help their children enter the real estate market. We all know, especially in the major capitals, that it is difficult to…
What is Luxury?
Recently, I read a wonderful story that made me think. A woman in her fifties noticed that her colleagues in their 20s were buying expensive handbags. She…
6 Core Personal Finance Concepts
This week, we will be looking at six core concepts of personal finance. We assume that everyone knows these concepts because we work in the field. You…
Navigating Decision-Making: A Guide to Managing Choice
You will have heard our weekly email or listened to the podcasts that we produce. Our core theme is to help you make choices in your…
Mean Reversion’s Applicability for Long Term Investors
The term “mean reversion,” which is often used in financial jargon and should be familiarized with, is worth knowing. The “mean,” which is just another…